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Schwab Strategic Tr intrm trm shares owned by Private Advisor

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $518k 11k 49.05
2023-12-31 $4.9M 98k 49.72
2023-09-30 $3.9M 80k 47.94
2023-06-30 $3.5M 71k 49.25
2023-03-31 $1.6M 32k 50.43
2022-09-30 $1.0M 21k 49.12
2020-09-30 $873k 15k 58.79
2020-06-30 $883k 15k 58.82
2020-03-31 $498k 8.5k 58.79
2019-09-30 $271k 4.9k 55.62